Madison Investment Advisors
Madison Asset Management LLC is a subsidiary of Madison Investment Advisors, Inc. Since 1974, Madison Investment Advisors, Inc. has served investment management clients with a sound blend of investment philosophy and process, disciplined thinking and a spirit of independence. Madison and its subsidiaries manage fixed-income portfolios, risk-sensitive equity accounts and personalized balanced portfolios. Madison Investment Advisors, Inc. is a 100% employee-owned firm, with offices in Madison, Wisconsin and Scottsdale, Arizona. Madison's Mosaic Family of Mutual Funds features six equity and seven fixed-income funds, as well as another closed-end fund, the Madison Strategic Sector Premium Fund. In 2003 Concord Asset Management of Chicago joined the Madison Investment Advisors family. Concord specializes in custom-tailored separate account management for high-net worth and institutional investors in the greater Chicago area. In 2009, Madison Asset Management became the investment advisor to the MEMBERS Mutual Fund family of approximately 15 funds and Ultra Series Fund family of approximately 19 funds that serve as funding vehicles to variable annuity products. CUNA Mutual Insurance Society acquired a non-voting interest in Madison Asset Management, LLC on July 1, 2009.
GUGGENHEIM FUNDS INVESTMENT OPTIONS
Closed-End Funds
Old Mutual Asset Management
Old Mutual (US) Holdings Inc., more commonly known as Old Mutual Asset Management, is a subsidiary of Old Mutual plc, a multi-national financial services firm headquartered in London and listed on the London Stock Exchange (Ticker: OML). Old Mutual plc and its affiliates had approximately £279 billion in funds under management as of 02/27/08. Additional information can be found at oldmutual.com.
GUGGENHEIM FUNDS INVESTMENT OPTIONS
Closed-End Funds
SMC Fixed Income Management, LP
SMC Fixed Income Management, LP uses both bottom-up and top-down analysis in constructing portfolios. Through their research, SMC Fixed Income Management, LP identifies what it believes to be undervalued sectors and credits with rating upgrade and capital appreciation potential. SMC Fixed Income Management, LP's strategy is to optimize tax-exempt income while attempting to avoid undue credit and interest rate risk.
GUGGENHEIM FUNDS INVESTMENT OPTIONS
Closed-End Funds
Thompson, Siegel & Walmsley, LLC
Thompson, Siegel & Walmsley LLC ("TS&W") is a registered investment adviser founded in 1969 in Richmond, Virginia and provides investment management services to corporations, pension and profit-sharing plans, 401(k) and thrift plans, open and closed-end mutual funds, trusts, estates and other institutions and individuals. The firm is a wholly owned subsidiary of Old Mutual (US) Holdings Inc. Additional information can be found at tswinvest.com.
GUGGENHEIM FUNDS INVESTMENT OPTIONS
Closed-End Funds
Western Asset Management Company
Western Asset Management Company ("Western Asset"), founded in 1971, is one of the world's premier fixed-income managers, with offices in Pasadena, London and Singapore. Exclusively focused on fixed income, Western Asset's client base includes several of the largest companies in the world as well as numerous public entities, healthcare organizations, foundations and public pension plans. Western Asset's objective is to provide fixed-income clients with value-oriented portfolios that are managed for the long term. Additional information can be found at westernasset.com.
GUGGENHEIM FUNDS INVESTMENT OPTIONS
Closed-End Funds